Enterprise Tools

Enterprise Tools - Default Form Hierarchy

Overview

A default registration form can be created at any level in a chain hierarchy: corporate/group level, market level, or child/property level. This form will automatically serve as the default registration form when creating a new promotion.

Forms created at parent organizations will be inherited down to child/property organizations, but they do not override default forms that already exist at child/property organizations. Forms created at the child/property organization level will always be used if they exist.

If the default form is created at the corporate/group level, it will be inherited by the market and child/property organizations within the chain, or it can be programmatically copied to serve as each organization's default form. If a market or child/property organization have their own default form already, that form will be used. If the market or child/property organizations do not have their own default form, promotions will use the corporate/group level form automatically.

If the default form is created at the market level, it will be inherited by the child/property organizations within the market, or it can be programmatically copied to serve as each organization's default form. If a child/property organization has its own default form already, that form will be used. If the child/property organization does not have its own default form, promotions will use the market level form first (if it exists), and then the corporate/group level form automatically.

Inherited Default Forms

When a default form is created at the corporate/group level, the form and all fields on it are inherited by the child/property organizations within the chain automatically. This means that when a contest or promotion is created within a child/property organization, that contest or promotion will inherit the registration form of the corporate/group organization by default. This allows the corporate/group organization to control the fields and opt-ins on the registration form for all its child/property organizations. Also, any edits made at a later time to the corporate/group form will be reflected on all the inherited forms at the child/property organizations.

Note: This inheritance only takes effect at the child/property organization if there is no existing default form already there.

Heads Up! Because the default form from a corporate/group organization is inherited, it is not accessible by the child/property organizations within their organization settings, and therefore can not be edited by the child/property organization

Child/property organizations also have the ability to create their own default forms within the organization settings area of platform. If one is created, this overrides the inherited form from the corporate/group organization and the child/property organization can no longer use the inherited form. When creating a default form at the child/property organization, the child/property organization will have the option to add corporate/group organization fields and opt-ins to their default form.

Copying Default Forms

Second Street can also programmatically copy the default form from the corporate/group organization to the child/property organizations within the chain. When this is copied, each child/property organization will have its own form and cannot later inherit changes from the corporate/group organization.

Note: This option may be desirable if some child/property organizations have existing default forms and some do not, but the result you desire is that all organizations have the same form as the corporate/group organization.

Child/property organizations have the ability to edit their copied default form within their organization settings. This means they can remove fields that appear on the corporate/group organization form.

Copying Fields from Corporate/Group Default Forms

If child/property organizations already have existing default forms setup within the system, the corporate/group organizations can still create a default form, and Second Street can copy specific fields from it to child/property organization default forms programmatically. This option allows existing unique default forms at the child/property level to remain, but also ensure the required corporate/group fields are on the form as well.

A Note About Opt-ins

Opt-ins created at the corporate/group organization will be inherited by child/property organizations. These opt-ins are owned by the corporate/group organization, but can be added to the registration forms in the child/property organizations. Child/property organizations can edit the label text for these opt-ins manually, or Second Street can also programmatically edit it to reflect the child/property organization's name, if needed. So while the opt-in exists at the child/property organization, that opt-in is still owned by the corporate/group organization and the information will be collected within the corporate/group organization account.

An opt-in audience is not created on the Audiences tab at the child/property organization in this case, since the opt-in lives in and is owned by the corporate/group organization. If it is desired that child/property organizations also have corporate/group organization opt-in audiences on the Audiences tab (so that they can use welcome emails or signup widgets), Second Street can create these opt-in audiences at the child/property organization per request. These audiences are unique to each child/property organization, but users in them will also be present within the same opt-in that exists at the corporate/group organization, so the corporate/group organization will be able to create audiences with these users as well.

New Organizations

Organizations that are added to the chain hierarchy after the copy process has been completed will inherit the default form from the corporate/group organization by default.